Executive Assistant

Sagard

$80K — $115K *
Business Services
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3 to 5 years in administrative or executive support roles, preferably in VC/financial services
  • Strong organizational and time management abilities
  • Excellent attention to detail and confidentiality awareness
  • Strong written and verbal communication
  • Proficient in Google Suite and virtual meeting platforms
  • Collaborative mindset for cross-team support
  • Proactive and resourceful in fast-paced environments

Responsibilities

  • Manage operations for 3 executives across North America, including calendar and meeting scheduling
  • Act as gatekeeper for executives, liaising with various stakeholders
  • Oversee domestic and international travel arrangements and expenses
  • Organize conference attendance, including logistics and materials
  • Collaborate with Office Coordinator on in-office logistics
  • Utilize Affinity and DealCloud for contact research and record updates
  • Enhance workflow efficiency via AI and productivity tools
  • Provide ad hoc support to the broader team as needed

Benefits

  • Collaborative team environment with cross-border collaboration
  • Opportunity to enhance workflow using cutting-edge AI tools
  • Dynamic and fast-paced work setting
  • Exposure to high-level executives and investment projects
  • Potential for personal growth in a supportive environment
Full Job Description
Position Overview:

Based in Toronto, the Executive Assistant is a foundational member of the team. This role supports 3 executives (one in Montreal, two in NYC), with the workload split equally across all three. The role will also provide ad hoc support to two additional members of the Portage venture investment team. Working closely with the principals, this person will drive coordination across schedules, meetings, travel, projects, events, and CRM reporting, while also serving as a key partner across broader team workstreams as the function expands.

Compensation range: CAD$80,000 to CAD$115,000

Responsibilities:
  • Manage daily operations for 3 executives in North America and their teams, including complex calendar management, scheduling internal and external meetings across time zones, and coordinating with EAs as needed
  • Act as a gatekeeper and key point of contact for the executive(s), liaising with vendors, clients, colleagues, and other stakeholders; respond to emails and requests, prioritizing and delegating as appropriate
  • Oversee all aspects of domestic and international travel, and prepare, review, and submit expense reports in Concur.
  • Organize conference attendance for executive(s), including registration, travel, materials, and promotional items, and help organize and support team events
  • Work alongside the Office Coordinator on in-office logistics (meetings, catering, conference rooms, printing) and serve as the primary backup during their absences, assuming full responsibility for office operations and on-site coordination
  • Utilize Affinity and DealCloud to research contacts and companies, update records, and log notes and meetings
  • Utilize AI and productivity tools to enhance workflow efficiency.
  • Provide ad hoc support to the broader team and EA team, including scheduling, logistics, meeting notes, proofreading, and follow-ups from weekly team meetings
  • Demonstrated ability to support multiple executives across geographies.
  • Proficiency with Affinity and Concur is considered an asset.
  • Familiarity with AI and productivity tools.
  • Ability to work three days in the office.


Qualifications:
  • 3 to 5 years of experience in an administrative, executive support, or team coordination role. Experience in VC/financial services is considered an asset.
  • Strong organizational and time management skills with the ability to manage multiple priorities and deadlines
  • Excellent attention to detail and the ability to handle sensitive and confidential information with discretion
  • Strong written and verbal communication skills
  • Proficiency with Google Suite and virtual meeting platforms such as Zoom or Microsoft Teams
  • Ability to work collaboratively across teams and support multiple stakeholders
  • Proactive, resourceful, and able to operate effectively in a dynamic and fast-paced environment

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